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Automatically process documents received in Bigin by Zoho CRM using iLovePDF. Latenode's visual editor and affordable execution pricing make complex document workflows easier and more cost-effective than ever before.
Connect Bigin by Zoho CRM and iLovePDF in minutes with Latenode.
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Create a New Scenario to Connect Bigin by Zoho CRM and iLovePDF
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Bigin by Zoho CRM, triggered by another scenario, or executed manually (for testing purposes). In most cases, Bigin by Zoho CRM or iLovePDF will be your first step. To do this, click "Choose an app," find Bigin by Zoho CRM or iLovePDF, and select the appropriate trigger to start the scenario.
Add the Bigin by Zoho CRM Node
Select the Bigin by Zoho CRM node from the app selection panel on the right.
Bigin by Zoho CRM
Configure the Bigin by Zoho CRM
Click on the Bigin by Zoho CRM node to configure it. You can modify the Bigin by Zoho CRM URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the iLovePDF Node
Next, click the plus (+) icon on the Bigin by Zoho CRM node, select iLovePDF from the list of available apps, and choose the action you need from the list of nodes within iLovePDF.
Bigin by Zoho CRM
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iLovePDF
Authenticate iLovePDF
Now, click the iLovePDF node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your iLovePDF settings. Authentication allows you to use iLovePDF through Latenode.
Configure the Bigin by Zoho CRM and iLovePDF Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Bigin by Zoho CRM and iLovePDF Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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iLovePDF
Trigger on Webhook
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Bigin by Zoho CRM
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Bigin by Zoho CRM, iLovePDF, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Bigin by Zoho CRM and iLovePDF integration works as expected. Depending on your setup, data should flow between Bigin by Zoho CRM and iLovePDF (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Bigin by Zoho CRM + iLovePDF + Google Drive: When a new contact is created in Bigin, the associated contract is compressed using iLovePDF and then archived in a designated folder in Google Drive.
iLovePDF + Bigin by Zoho CRM + Slack: When a file is modified in a monitored iLovePDF folder, the automation retrieves contact details from Bigin and sends a notification to a Slack channel.
About Bigin by Zoho CRM
Sync Bigin by Zoho CRM data with other apps in Latenode to automate deal pipelines. Update records, trigger custom actions, and route data based on deal stages. Use visual tools or code for tailored workflows. Automate lead nurturing, task creation, and reporting across your business without complex coding or high per-task costs.
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About iLovePDF
Automate PDF tasks within Latenode workflows using iLovePDF. Merge, split, convert, and compress PDFs without code. Process documents at scale, triggered by events or schedules. Perfect for automating invoices, reports, and forms. Integrate document workflows with other apps and services for efficient business process automation, all while benefiting from Latenode's cost-effective, pay-per-execution pricing.
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How can I connect my Bigin by Zoho CRM account to iLovePDF using Latenode?
To connect your Bigin by Zoho CRM account to iLovePDF on Latenode, follow these steps:
Can I automatically merge signed contracts into Bigin records?
Yes, you can! Latenode’s visual builder simplifies this, allowing you to automatically update Bigin by Zoho CRM with finalized documents, saving time and ensuring accurate record-keeping.
What types of tasks can I perform by integrating Bigin by Zoho CRM with iLovePDF?
Integrating Bigin by Zoho CRM with iLovePDF allows you to perform various tasks, including:
How secure is the Bigin by Zoho CRM integration within Latenode?
Latenode uses industry-standard security practices, including encryption, to safeguard your data during Bigin by Zoho CRM workflows and integrations.
Are there any limitations to the Bigin by Zoho CRM and iLovePDF integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: